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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-04-19
  • PA RA
    APPROVED
    Since 2016-04-19

Branch Locations

314 Old Route 30, Greensburg, PA 15601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
St. Vincent College & Archabbey Latrobe PA 08/2010 Present
Keystone Benefits Group, Inc. Greensburg PA 09/2011 Present
Kestra Advisory Services, Llc Greensburg PA 04/2016 Present
Kestra Investment Services, Llc Greensburg PA 10/2014 Present
  • 08/2010 → Present
    St. Vincent College & Archabbey
    Latrobe, PA
  • 09/2011 → Present
    Keystone Benefits Group, Inc.
    Greensburg, PA
  • 04/2016 → Present
    Greensburg, PA
  • 10/2014 → Present
    Kestra Investment Services, Llc
    Greensburg, PA
Other Businesses

Business Name: Keystone Benefits Group, Inc. Investment Related: Yes Address: 314 Old Route 30 Greensboro PA 15601 Nature of Business: Insurance Position, Title or Relationship: Registered Sales Assistant Start Date: 9/1/2011 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Help with research and planning, setting appointments and attending meetings with the registered representatives Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, B 2, S 400 Austin TX 78735 Nature of Business: Registered Field Assistant; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Registered assistant Start Date: 9/9/2001 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: research and client planning activities Business Name: Allen Ritz Rentals Investment Related: No Address: 134 Lakewood Road GREENSBURG PA 15601 Nature of Business: Real Estate Position, Title or Relationship: My husband owns and manages the properties. Start Date: 6/4/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I help my husband with property maintenance (landscaping, cleaning, painting) and paperwork. Business Name: JENNIFER RITZ POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2023 ADDRESS: 424 N. Main St., Greensburg PA 15601 DESCRIPTION: My understanding is that my duties will include a board meeting 10 months out of the year, help supporting fundraising activities and events, and supporting the mission of the YWCA. The mission is dedicated to eliminating racism, empowering women and promoting peace, justice, freedom and dignity for all.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-10
  • S66 Uniform Combined State Law Examination
    2015-02-10
Other Names
  • Jennifer Margaret Rudavsky
  • Jennifer Rudavsky Lewis
  • Jen Howard
  • Jennifer Margaret Howard

View on SEC IAPD

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